See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,438 | $99,032-75.3% | $80,019-69.5% | $135,375-81.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.77% | 15.39%-23.2pp | 11.22%-19.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $6,840 | $3,043+124.8% | $2,468+177.2% | $4,779+43.1% |
| Participant deferral / active EE | $3,893 | $4,282-9.1% | $3,686+5.6% | $5,609-30.6% |
| Admin fee / account holder | $812 | $10,436-92.2% | $6,521-87.5% | $10,827-92.5% |